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Dominion Energy

1,282 hedge funds and large institutions have $31.1B invested in Dominion Energy in 2023 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 481 increasing their positions, 527 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more call options, than puts

Call options by funds: $331M | Put options by funds: $178M

0.96% more ownership

Funds ownership: 70.73%71.68% (+0.96%)

9% less repeat investments, than reductions

Existing positions increased: 481 | Existing positions reduced: 527

3% less funds holding

Funds holding: 1,3241,282 (-42)

6% less capital invested

Capital invested by funds: $33.1B → $31.1B (-$2.02B)

26% less first-time investments, than exits

New positions opened: 89 | Existing positions closed: 121

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

Holders
1,282
Holders Change
-42
Holders Change %
-3.17%
% of All Funds
20.13%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.08%
New
89
Increased
481
Reduced
527
Closed
121
Calls
$331M
Puts
$178M
Net Calls
+$152M
Net Calls Change
-$17.8M
Name Holding Trade Value Shares
Change
Change in
Stake
DP
876
Dearborn Partners
Illinois
$317K -$58.3K -1,072 -15%
WF
877
Welch & Forbes
Massachusetts
$317K -$47.1K -867 -12%
LWAM
878
Legacy Wealth Asset Management
Minnesota
$317K +$6.63K +122 +2%
CWM
879
Congress Wealth Management
Massachusetts
$315K +$8.81K +162 +3%
AL
880
Aspiriant LLC
California
$315K
CT
881
Chicago Trust
Illinois
$314K
RCAG
882
Rehmann Capital Advisory Group
Michigan
$313K -$21.1K -389 -6%
API
883
Advisor Partners II
California
$312K -$122K -2,252 -27%
O
884
Ossiam
France
$312K +$204K +3,753 +165%
DMBA
885
Deseret Mutual Benefit Administrators
Utah
$311K -$78K -1,435 -19%
PTC
886
Private Trust Company
Ohio
$311K +$8.48K +156 +3%
AMBIA
887
Allen Mooney & Barnes Investment Advisors
Georgia
$310K +$85.6K +1,575 +36%
MIM
888
Morningstar Investment Management
Illinois
$309K
SS
889
Sunbelt Securities
Texas
$309K -$19.7K -363 -6%
Members Trust
890
Members Trust
Florida
$308K +$324K +5,953 New
EF
891
Empowered Funds
Pennsylvania
$307K +$66.4K +1,222 +26%
EST
892
EA Series Trust
Pennsylvania
$307K +$323K +5,934 New
KFC
893
Klingenstein Fields & Co
New York
$307K -$2.99K -55 -0.9%
PTC
894
Philadelphia Trust Company
Pennsylvania
$306K -$15.8K -290 -5%
HI
895
Horizon Investments
North Carolina
$305K +$56.5K +1,040 +21%
CDH
896
Charles D. Hyman
$304K -$42.1K -774 -12%
ACI
897
Alpha Cubed Investments
California
$302K
CAM
898
Campion Asset Management
Virginia
$302K +$29.9K +550 +10%
BWFA
899
Baltimore-Washington Financial Advisors
Maryland
$300K +$2.66K +49 +0.9%
SIM
900
Sentry Investment Management
Wisconsin
$300K +$315K +5,800 New

D Hedge Fund Activity: Q2 2023 in Review

1,282 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q2 2023, worth a combined $31.1B — down 6.1% from $33.1B a quarter earlier.

Sellers outnumbered buyers: 121 funds closed out of D and 89 opened new positions — a net loss of 32 holders — while 527 trimmed existing stakes and 481 added.

The largest buyer was JP Morgan Chase, adding an estimated $188M. The largest seller was Capital World Investors, exiting entirely with an estimated $119M sold.

  • 1,282 institutional investors held Dominion Energy (D) as of Q2 2023, down from 1,324 in Q1 2023.
  • Funds reported $31.1B of Dominion Energy stock for Q2 2023, down 6.1% quarter-over-quarter.
  • 89 funds opened new Dominion Energy positions in Q2 2023 and 121 closed out, a net change of -32 holders.
  • The largest Dominion Energy buyer in Q2 2023 was JP Morgan Chase, an estimated $188M added.
  • The largest Dominion Energy seller in Q2 2023 was Capital World Investors, an estimated $119M sold.

Based on aggregated 13F filings for Q2 2023.